Personal Profile

Katie is an Associate in the firm's Tax team. Her clients include high net worth individuals and families, both domestic and international, whom she advises on a range of taxation and trust issues. Katie regularly advises on residence and domicile issues with a focus on UK property investment by internationals. Katie also advises upon and implements lifetime tax-planning strategies including the preparation of tax-efficient wills, often with an international aspect and is experienced in providing domestic tax advice to UK residents, administering estates and preparing Lasting Powers of Attorney. She regularly works closely with Mishcon de Reya's Real Estate, Family and Trusts & Successions Disputes teams.

Katie is a member of the Citywealth Tomorrow club and is working towards completing her STEP diploma. She has written articles for industry publications including LexisNexis, the Private Client Adviser, and Practical Law, and has also presented a LexisNexis webinar on Lasting Powers of Attorney and their drafting pitfalls.

Katie has been featured in the Citywealth 2016 Future Leaders list and named as a 'Rising Star' in the Spear's magazine Top 50 Tax Advisors Index, a part of its prestigious Spear's 500 list.

Key Experience

  • Working with the Corporate and Real Estate teams in providing tax advice and ownership structure options in respect of high value UK residential property purchases intended for development and consolidation, within the context of a leasehold enfranchisement.
  • Advising on the tax treatment of inter-spousal transfers and the applicability of the spouse exemption to a French usufruit interest created by the Will of a non-domiciliary.

Career History

Associate, Mishcon de Reya LLP
Associate, Penningtons Manches LLP
Trainee, Penningtons Solicitors LLP
University of Law (Guildford), GDL & LPC
Cambridge University, English BA (Hons)